See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,980 | $78,705+11.8% | $117,854-25.3% | $70,131+25.5% |
| Participation rate | 96.7% | 73.2%+23.5pp | 79.7%+17.0pp | 69.5%+27.1pp |
| Annual return | 17.55% | 23.30%-5.8pp | 335.08%-317.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,558 | $2,223-29.9% | $3,786-58.8% | $2,342-33.5% |
| Participant deferral / active EE | $4,312 | $3,297+30.8% | $4,482-3.8% | $3,332+29.4% |
| Admin fee / account holder | $1,846 | $5,065-63.5% | $8,020-77.0% | $4,645-60.3% |